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Key Data

Symbol

PHREX

ISIN

US34984Y1047

Name

Phocas Real Estate Fund

Issuer

Phocas Financial Corporation

Applied in

United States

Inception

9/29/2006

Type

Equity

Currency

USD

Volume

Custodian

US Bank NA

Last Updated

9/20/2016

Investment Target

The Fund seeks long-term total investment return through a combination of capital appreciation and current income. The Fund will invest substantially all of its assets in equity real estate investment trusts (REITs) and other commercial real estate-oriented companies.